noderzz by Virtuals (NODE)

I understand why you want to discuss my incentives instead of your predictions so far about AI vs. the reality on the ground.

$NODE is an active ETF. We can own exchanges, brokers, stablecoin infrastructure, tokenization, payments, miners, digital assets directly (via ETFs) and more. I don't have to own these names at these weights.

We own AI and power because we developed conviction early that AI is real, the U.S. underinvested in electricity for two decades, and intelligence will not be fully globalized. Those forces are creating multiple demand shocks for power and powered land, lowering the cost of capital and dramstically improving earnings quality for many companies we own.

And yes, I'm hedged. Despite being a top ~10 $NODE shareholder personally and not buying any other security this year, most of my net worth remains in broad U.S. index funds.

Ossified.

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